Latest News & Analysis
personal-finance
October's best reads from Morningstar
Take a look through what resonated with investors in September.
stocks
Microsoft earnings: Azure accelerates, but investment returns remain the test
We now forecast mildly better revenue growth and EPS growth, alongside more intense near-term cash flow pressure.
stocks
Alphabet Earnings: AI Monetisation continues to grow as hardware sales boost results
We believe that investors are underappreciating the breadth and depth of Alphabet’s AI monetization and the rapid upcoming growth in Google Cloud.
stocks
After earnings, we raise our Tesla stock Fair Value Estimate. Are shares a buy?
Solid results included strong full-self driving software uptake and positive free cash flow.
personal-finance
Testamentary trusts: Treasury has picked the wrong reading
A decades-old estate planning tool has survived one tax crackdown only to be caught by another.
stocks
SK Hynix Earnings: We raise fair value estimate on strong AI memory demand
Shares jumped 9% after earnings, as stronger AI memory prices boosted the chipmaker’s outlook.
stocks
Meta shares are down 12% since earnings. Is the stock a buy?
Concerns about equity sales to finance AI investments have pressured shares.
stocks
SpaceX earnings: We raise our fair value estimate on scaling data centres, but is the stock a buy?
AI data center revenue is growing fast, but questions about durability remain.
personal-finance
Chart of the Week: Investors allocate More to ETFs
The gap is narrowing as ETFs claim a larger share of Aussie portfolios.
stocks
3 charts on Anthropic’s historic IPO filing
As Anthropic prepares to sell stock to the public, the S-1 reveals important information for investors on revenue growth, profitability, and adoption.
markets
There are three paths forward for the AI boom. Two of them lead to lower interest rates
Mass layoffs or a spending slowdown would likely require hefty Fed rate cuts.
etfs
Young & Invested: This Aussie ETF has outperformed the ASX 200 for over a decade
What happens when you build an index around fundamentals instead of share price?
markets
Market Minute: Al stocks sell off, investors want results not spending, French bond markets
Morningstar’s Ameya Hattangadi discusses why several AI-linked companies sold off despite solid results, and what emerging signs of AI monetisation could mean for investors.
of 706
Viewing 1 to 16 of 11283